+65.6%
BROS vs PODD
-20.7%
+86.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.0% | -0.7% |
| 7D | -0.9% | -4.1% | +3.2% | -0.1% |
| 30D | -13.5% | +0.8% | -14.2% | -13.8% |
| 3M | -18.4% | -6.1% | -12.3% | -18.6% |
| 6M | -10.6% | -40.0% | +29.4% | +1.1% |
| YTD | -25.1% | -49.9% | +24.9% | -10.6% |
| 1Y | -28.6% | -59.3% | +30.7% | -10.1% |
| 3Y | +65.6% | -17.2% | +82.8% | +80.6% |
| All | +65.6% | -20.7% | +86.3% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling